Q2 2025 Hindustan Unilever Ltd Earnings Call Transcript
Key Points
- Hindustan Unilever Ltd (BOM:500696) reported a competitive performance with a turnover of INR15,319 crores and underlying sales growth of 2%, driven by an underlying volume growth of 3%.
- The company's EBITDA margin remained healthy at 23.8%, demonstrating strong operational efficiency.
- The Board approved an interim dividend of INR19 per share, along with a special dividend of INR10 per share, indicating a total payout of INR6,814 crores, reflecting a commitment to shareholder returns.
- Hindustan Unilever Ltd (BOM:500696) has made significant progress in strengthening its competitive position, with market share gains in recent months.
- The company is actively investing in brand development and innovation, with successful campaigns and new product launches in segments like beauty and wellbeing, which are showing strong growth.
- Market volume growth trajectory remained muted, with urban growth moderating and rural growth recovering gradually.
- The company faced a decline in profit after tax before exceptional items by 2% on a reported basis.
- There was a decline in the personal care segment by 5%, with a single-digit decline in volumes, indicating challenges in this category.
- The foods and refreshment segment experienced subdued performance due to continued downgrading in tea and muted consumption in nutrition drinks.
- Hindustan Unilever Ltd (BOM:500696) is facing challenges with commodity price increases, particularly in crude palm oil and tea, which could impact future pricing strategies.
(video playing)
Ladies and gentlemen, good day, and welcome to the Hindustan Unilever Limited conference call for the Results of September quarter ended September 30, 2024. (Operator Instructions) Please note that this conference is being recorded.
I now hand the conference over to Ms. Shilpa Kedia, Group Financial Controller and Head Investor Relations. Thank you, and over to you, ma'am.
Thank you, Darwin. Good evening, everyone, and welcome to the conference call of Hindustan Unilever Limited. This evening, we will be covering the results for the quarter and half year ended September 30, 2024. On the call with me is Rohit Jawa, CEO and Managing Director; and Ritesh Tiwari, CFO. We will start with the prepared remarks from the Ritesh and Rohit.
We expect this to take around 30 minutes, leaving us with an hour for the Q&A session. We will look to end the call by 8 PM.
Before we get started with the presentation, I would like to draw
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